Pcg Wealth Advisors, LLC First Trust Vii Alternative Ab Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$31.06 - $33.28 $188,223 - $201,676	6,060 Added 97.27%	12,290 $380,000
Q2 2022 Jul 13, 2022	BUY	$33.37 - $35.63 $207,895 - $221,974	6,230 New	6,230 $208,000

Others Institutions Holding FAAR

# of Institutions

82

Shares Held

3.99M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

655K
Shares

$18.1 Million
8.31% of portfolio
Envestnet Asset Management Inc

343K
Shares

$9.51 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

327K
Shares

$9.07 Million
0.05% of portfolio
Acg Wealth

240K
Shares

$6.65 Million
1.7% of portfolio
Lpl Financial LLC Fort Mill, SC

192K
Shares

$5.32 Million
0.0% of portfolio

About FIRST TRUST VII ALTERNATIVE AB

Ticker FAAR
Sector ETFs
Industry ETFs

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